India’s data centre industry could expand faster than previously expected, with installed capacity potentially reaching the upper end of the projected 5-8 GW range by 2030 from around 1.5 GW currently, according to international brokerage firm Bernstein.
The brokerage said industry discussions suggest the ongoing Middle East crisis is accelerating interest in India’s data centre ecosystem, with demand for land and power infrastructure emerging as the key determinants of future growth.Bernstein sees India’s data centre capacity reaching the upper end of the 5-8 GW range by 2030, with Adani and Reliance emerging as key beneficiaries due to their land and power advantages.
India’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to Bernstein. The brokerage sees Adani Group and Reliance Industries as best positioned to benefit, citing their access to land, power infrastructure and transmission networks.
